Stone Run Capital as of Sept. 30, 2025
Portfolio Holdings for Stone Run Capital
Stone Run Capital holds 71 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amphenol Corp Cl A (APH) | 4.6 | $12M | 95k | 123.75 | |
| HEICO Corporation (HEI) | 4.5 | $11M | 36k | 322.82 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $10M | 21k | 502.74 | |
| Autodesk (ADSK) | 3.9 | $10M | 32k | 317.67 | |
| Arista Networks Com Shs (ANET) | 3.8 | $9.7M | 66k | 145.71 | |
| Martin Marietta Materials (MLM) | 3.8 | $9.6M | 15k | 630.28 | |
| Watts Water Technologies Cl A (WTS) | 3.5 | $8.9M | 32k | 279.28 | |
| S&p Global (SPGI) | 3.5 | $8.8M | 18k | 486.71 | |
| Linde SHS (LIN) | 3.3 | $8.4M | 18k | 475.00 | |
| Lennox International (LII) | 3.3 | $8.3M | 16k | 529.36 | |
| Roper Industries (ROP) | 3.1 | $8.0M | 16k | 498.68 | |
| Steris Shs Usd (STE) | 2.8 | $7.0M | 28k | 247.44 | |
| Corning Incorporated (GLW) | 2.7 | $6.9M | 85k | 82.03 | |
| Sherwin-Williams Company (SHW) | 2.5 | $6.4M | 19k | 346.26 | |
| Thermo Fisher Scientific (TMO) | 2.5 | $6.3M | 13k | 485.02 | |
| Ecolab (ECL) | 2.3 | $5.9M | 22k | 273.86 | |
| Emerson Electric (EMR) | 2.3 | $5.8M | 44k | 131.18 | |
| Wabtec Corporation (WAB) | 2.2 | $5.7M | 28k | 200.47 | |
| Ge Vernova (GEV) | 2.2 | $5.5M | 9.0k | 614.89 | |
| Edwards Lifesciences (EW) | 2.2 | $5.5M | 70k | 77.77 | |
| Paychex (PAYX) | 2.1 | $5.4M | 43k | 126.76 | |
| Xylem (XYL) | 2.0 | $5.1M | 35k | 147.50 | |
| Danaher Corporation (DHR) | 2.0 | $5.0M | 25k | 198.26 | |
| Trimble Navigation (TRMB) | 1.9 | $4.9M | 59k | 81.65 | |
| Labcorp Holdings Com Shs (LH) | 1.9 | $4.8M | 17k | 287.06 | |
| Bio-techne Corporation (TECH) | 1.7 | $4.3M | 78k | 55.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $4.2M | 17k | 243.10 | |
| Nordson Corporation (NDSN) | 1.6 | $4.2M | 18k | 226.95 | |
| Gartner (IT) | 1.6 | $4.1M | 16k | 262.87 | |
| Becton, Dickinson and (BDX) | 1.6 | $4.0M | 21k | 187.17 | |
| Mccormick & Co Com Non Vtg (MKC) | 1.6 | $4.0M | 59k | 66.91 | |
| Synopsys (SNPS) | 1.5 | $3.7M | 7.5k | 493.39 | |
| Fiserv (FI) | 1.5 | $3.7M | 29k | 128.93 | |
| Entegris (ENTG) | 1.5 | $3.7M | 40k | 92.46 | |
| PerkinElmer (RVTY) | 1.4 | $3.4M | 39k | 87.65 | |
| Teradyne (TER) | 1.1 | $2.8M | 21k | 137.64 | |
| Palo Alto Networks (PANW) | 1.1 | $2.7M | 14k | 203.62 | |
| Veralto Corp Com Shs (VLTO) | 0.9 | $2.2M | 21k | 106.61 | |
| Ptc (PTC) | 0.7 | $1.9M | 9.2k | 203.02 | |
| Epam Systems (EPAM) | 0.7 | $1.8M | 12k | 150.79 | |
| Apple (AAPL) | 0.7 | $1.8M | 7.0k | 254.63 | |
| Axogen (AXGN) | 0.7 | $1.7M | 95k | 17.84 | |
| A. O. Smith Corporation (AOS) | 0.6 | $1.6M | 22k | 73.41 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.6 | $1.6M | 49k | 32.89 | |
| Fortinet (FTNT) | 0.5 | $1.3M | 16k | 84.08 | |
| Intuitive Surgical Com New (ISRG) | 0.4 | $1.1M | 2.5k | 447.23 | |
| Abbvie (ABBV) | 0.3 | $857k | 3.7k | 231.54 | |
| 3M Company (MMM) | 0.3 | $650k | 4.2k | 155.18 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $598k | 3.6k | 167.33 | |
| Illinois Tool Works (ITW) | 0.2 | $509k | 2.0k | 260.76 | |
| Abbott Laboratories (ABT) | 0.2 | $442k | 3.3k | 133.94 | |
| Fortive (FTV) | 0.2 | $412k | 8.4k | 48.99 | |
| Woodward Governor Company (WWD) | 0.1 | $379k | 1.5k | 252.71 | |
| Oneok (OKE) | 0.1 | $332k | 4.6k | 72.97 | |
| Johnson & Johnson (JNJ) | 0.1 | $310k | 1.7k | 185.42 | |
| Ralliant Corp (RAL) | 0.1 | $307k | 7.0k | 43.73 | |
| Caterpillar (CAT) | 0.1 | $286k | 600.00 | 477.15 | |
| Middleby Corporation (MIDD) | 0.1 | $277k | 2.1k | 132.93 | |
| McDonald's Corporation (MCD) | 0.1 | $274k | 900.00 | 303.89 | |
| Canadian Natl Ry (CNI) | 0.1 | $274k | 2.9k | 94.30 | |
| Bwx Technologies (BWXT) | 0.1 | $263k | 1.4k | 184.37 | |
| Air Products & Chemicals (APD) | 0.1 | $259k | 950.00 | 272.72 | |
| Cdw (CDW) | 0.1 | $258k | 1.6k | 159.28 | |
| Amgen (AMGN) | 0.1 | $254k | 900.00 | 282.20 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $228k | 3.1k | 74.49 | |
| Sempra Energy (SRE) | 0.1 | $225k | 2.5k | 89.98 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.1 | $214k | 5.2k | 41.12 | |
| Ge Aerospace Com New (GE) | 0.1 | $213k | 708.00 | 300.76 | |
| Constellation Energy (CEG) | 0.1 | $209k | 636.00 | 329.07 | |
| Shell Spon Ads (SHEL) | 0.1 | $201k | 2.8k | 71.53 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $201k | 1.6k | 123.75 |
